Wealth Manager
    SEC Registered

    Brown Advisory

    Registered investment advisor · Norfolk, Virginia · CRD #106375

    Assets Under Management
    $7.6B
    Client Accounts
    1,606
    Employees
    36
    CRD Number
    106375
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Brown Advisory

    Brown Advisory is a private, independent investment management and strategic advisory firm founded in 1998 and headquartered in Baltimore. With additional offices in major cities including Austin, Boston, and London, the firm manages over $78 billion in client assets. It operates with a client-first approach, where approximately 70% of the equity is owned by current and former colleagues, ensuring alignment of interests and long-term independence. The firm offers a range of services, including

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Brown Advisory

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    Frequently Asked Questions

    What is Brown Advisory's AUM?

    Brown Advisory reports approximately $7.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Brown Advisory headquartered?

    Brown Advisory is headquartered in Norfolk, Virginia.

    What is Brown Advisory's CRD number?

    Brown Advisory's CRD number is 106375. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Brown Advisory manage?

    Brown Advisory manages approximately 1,606 client accounts according to its latest SEC filing.

    Is Brown Advisory SEC registered?

    Yes, Brown Advisory is registered with the SEC as an investment adviser with an approved registration status.

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